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Portfolios are organization-owned folders of Signa trademark records. Use them to group a client’s marks, attach your own membership references, and request computed deadlines. They do not track matters, tasks, or completion status.

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Limits

The current configured allowances are: Removing a trademark from your last portfolio that contains it releases its managed-mark slot. Exceeding either allowance returns 409 resource_quota_exceeded, with quota_scope identifying portfolios or managed_marks. Add and remove requests accept at most 100 entries. The per-portfolio deadline cap above applies to both the JSON list and the calendar download, and holds even on plans with larger managed-marks allowances; exceeding it returns 422 portfolio_too_large. Split large portfolios; date/type filters do not reduce the mark count for this cap.

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Membership references

When adding marks, use items to attach an optional external_ref to each membership. It is trimmed, 1–255 characters, case-sensitive, and unique within that portfolio. A trademark in two portfolios can carry a different reference in each. A reference can be attached to a membership that has none. Once bound, changing it or reusing it for another mark returns 409 external_ref_conflict; the whole add batch rolls back. Remove the membership and re-add it to bind a different reference. Look up a reference with Retrieve Portfolio using ?external_ref=..., or remove memberships by sending external_refs. Unknown references return an empty membership result or remove nothing. References cannot create placeholder marks outside Signa’s records.

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Workflow

  1. Create a portfolio.
  2. Add trademark IDs and references.
  3. Retrieve its members or list computed deadlines.
  4. Optionally download a calendar file and import it into your calendar. The bearer-authenticated URL is a download; calendar subscriptions and automatic synchronization are unavailable.
Every POST, PATCH, and DELETE requires an Idempotency-Key. Retry the same target and body with the same key to replay the response for 24 hours. Reusing the key with a different target or body returns 409 conflict.